All Features
Opscel Data Import

Migrate from Spreadsheets in Minutes, Not Months

You've got 500 customers in Excel, 1200 assets in Google Sheets, and 3 years of job history in a CSV from your old system. Opscel's CSV import handles fuzzy column matching, duplicate detection, and parent reference resolution—so you migrate data in one afternoon, not three weeks.

6 types
Import Customers, Addresses, Products, Assets, Jobs, and Service Contracts via CSV
Fuzzy
Column matching detects "Company Name" → "Business Name" automatically
Per-row
Each row imports independently, with a clear error report for any that fail
Process

How it works

1
Download Template
Go to Data Import, select entity type (e.g., Customers), download CSV template. Template includes required columns (Business Name, Email) and optional columns (Phone, Address, Website).
2
Prepare CSV
Fill template with your data or export from existing system. Opscel auto-detects common column variations (e.g., "Company" → "Business Name"), but template ensures perfect match.
3
Upload & Validate
Upload CSV. System validates rows, detects duplicates (by email or business name), shows errors (missing required fields, invalid formats). Fix errors, re-upload if needed.
4
Review & Import
Preview shows how many rows will create, how many will update, how many are duplicates. Confirm import. Progress bar tracks import. Get notified when complete. Data appears in Opscel immediately.
Benefits

Who it's for

Business Owners
  • Migrate from old system in one afternoon, not three weeks of manual entry
  • Row-level imports and a per-row error report mean one bad row never blocks the rest of the batch
  • Batch import handles thousands of records without browser freezing
  • 6 entity types cover complete data migration (customers, addresses, products, assets, jobs, service contracts)
  • Parent reference resolution links addresses and jobs to existing customers automatically
  • Import access is role-based, not tier-based — Admins and Contract Managers can import on any plan; asset import specifically needs the Business plan
Office Managers
  • Fuzzy column matching detects "Tel" → "Phone" automatically—no manual renaming
  • Duplicate detection prevents accidental re-imports of existing customers
  • Validation preview shows errors before import—fix and re-upload easily
  • Download templates ensure correct column format for guaranteed success
  • Custom field mapping handles columns that don't auto-match; asset imports save their device-type mapping for repeat imports from the same customer
  • Progress tracking shows import status for large batches
Field Engineers
  • Historical job data imports mean you see past visits before arriving on-site
  • Asset imports load equipment serial numbers and service history automatically
  • Customer contact imports ensure you call the right person on-site
  • No manual data entry for existing customer sites—start working day one
Capabilities

What it does

6 Entity Types Supported
Import Customers (businesses, with their contacts and addresses handled as part of the same workbook), Addresses (service sites), Products, Assets (equipment), Jobs (historical work), and Service Contracts. Each entity has dedicated import handling with field mapping and validation rules.
Fuzzy Column Matching
Your CSV has "Company Name"? Opscel maps it to "Business Name". "Tel" maps to "Phone Number". "Postcode" maps to "Postal Code". Smart matching detects common variations—no manual column renaming required.
Duplicate Detection
Uploading 500 customers but 50 already exist? System detects duplicates by email or business name, shows conflicts, lets you skip or update. No accidental duplicate customers clogging your database.
Parent Reference Resolution
Importing addresses or historical jobs that belong to a business? System links each row to an existing customer by business name or email — no manual ID mapping spreadsheets. Contacts import as part of the same customer workbook, alongside the business and its addresses. Asset imports don't use address matching — you select the site once in the UI before uploading, and every row imports to it.
Validation Preview Before Import
Upload CSV, system validates all rows, shows errors (missing required fields, invalid email format, unmatched parent references). Fix errors in CSV, re-upload. Import succeeds only when all rows valid.
Batch Import with Progress Tracking
Importing 1200 assets? Progress bar shows import status—"Processing row 487 of 1200". Large imports run in background. Get notified when complete. No browser tab freezing for 10 minutes.
Row-Level Import with Error Reporting
Each row imports as its own transaction, so one bad row doesn't block the rest of the file. A dedicated error report lists exactly which rows failed and why, so you can fix just those and re-upload rather than starting over.
Template Download Per Entity
Download a CSV template for customers, addresses, products, assets, jobs, or service contracts. Template includes all supported columns, example data, field descriptions. Fill template, upload—guaranteed column match.
Custom Field Mapping
Have custom columns that don't auto-match? Manual mapping interface lets you drag "Client Name" to "Business Name", "Mobile" to "Phone Number". For asset imports specifically, the device-type mapping you build is saved as a reusable profile tied to the customer, so it's offered again on their next import.
Who Can Import
Data import is a role permission, not a tier gate — Admins, Contract Managers and Super Admins can import customers, addresses, products, jobs and service contracts on any plan. Asset import is the one exception: it specifically requires the Business (or higher) plan, alongside the rest of Asset Management.
Comparison

Opscel vs. the rest

FeatureOpscelOthers
6 entity types (customers, addresses, products, assets, jobs, service contracts)Some
Fuzzy column matching (auto-detects variations)No
Duplicate detection by email or business nameSome
Parent reference resolution (auto-links contacts to businesses)No
Validation preview before importSome
Batch import with progress trackingNo
Row-level imports with a per-row error reportNo
Downloadable CSV templates per entityYes
Custom field mapping (saved presets for asset device types)No
FAQ

Opscel Data Import — common questions

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